JFA
TGI

JNBA Financial Advisors’s Triumph Group TGI Stock Holding History

JNBA Financial Advisors’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-148
Closed -$4K – 1251
2016
Q3 		$4K Buy
+148
New +$4.78K ﹤0.01% 1308

Other funds holding TGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JNBA Financial Advisors's TGI Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Triumph Group (TGI) in Q4 2016, closing a stake of 148 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in TGI in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 211 funds tracked by Wall St. Rank hold TGI as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Triumph Group position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 148 Triumph Group shares in Q4 2016, an estimated $4K.
  • JNBA Financial Advisors first reported a position in Triumph Group in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Triumph Group position peaked at $4K in Q3 2016.
  • 211 funds tracked by Wall St. Rank held Triumph Group as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.